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VGIT vs IWR

Comparison between VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ETF SHARES (VGIT, ETF) and ISHARES RUSSELL MID-CAP ETF (IWR, ETF).

5-Year PerformanceIWR has outperformed VGIT, delivering a return of +7.6% compared to +0.2%

VGIT vs IWR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VGIT
$49B
IWR
$48B
Expense Ratio
Winner
VGIT
0.03%
IWR
0.18%
Max Drawdown
Winner
VGIT
20.75%
IWR
59.73%
Sharpe Ratio
VGIT
-0.01
Winner
IWR
1.39
5Y Beta
Winner
VGIT
-0.02
IWR
0.91
P/E Ratio
VGIT
N/A
IWR
28.28
Forward P/E
VGIT
N/A
IWR
17.63
5Y Dividends CAGR
Winner
VGIT
11.74%
IWR
11.39%
5Y EPS CAGR
VGIT
N/A
IWR
12.91%
Debt to Equity
VGIT
N/A
IWR
6.50%
P/S Ratio
VGIT
N/A
IWR
1.83
P/B Ratio
VGIT
N/A
IWR
3.08

VGIT vs IWR - Historical Returns

Returns include dividend reinvestment.

1M
VGIT
-0.11%
Winner
IWR
+3.90%
3M
VGIT
-0.22%
Winner
IWR
+3.30%
6M
VGIT
+0.45%
Winner
IWR
+11.00%
1Y
VGIT
+4.19%
Winner
IWR
+22.95%
5Y(CAGR)
VGIT
+0.19%
Winner
IWR
+7.57%
10Y(CAGR)
VGIT
+1.28%
Winner
IWR
+11.57%
Max(CAGR)
VGIT
+2.21%
Winner
IWR
+9.85%

VGIT vs IWR - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearVGITIWR
2026+0.13%+8.38%
2025+7.32%+10.50%
2024+1.71%+15.85%
2023+3.87%+17.57%
2022-10.07%-17.15%
2021-2.68%+24.43%
2020+7.48%+16.54%
2019+6.16%+30.71%
2018+1.56%-9.72%
2017+1.63%+17.37%
2016+0.79%+15.08%
2015+1.33%-2.62%
2014+4.30%+14.16%
2013-2.84%+31.20%
2012+2.77%+15.74%
2011+10.10%-2.81%
2010+7.14%+23.51%
2009-1.97%+35.99%
2008N/A-40.68%
2007N/A+4.90%
2006N/A+13.43%
2005N/A+14.09%
2004N/A+20.21%
2003N/A+35.79%
2002N/A-15.46%
2001N/A+0.35%

VGIT vs IWR Drawdown Comparison

The maximum drawdown for VGIT was -16.05%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IWR was -58.78%, occurring on Mar 9, 2009. Recovery took 900 trading sessions.

The current VGIT drawdown is -1.85%. The current IWR drawdown is -0.86%.

RankVGITIWR
#1-16.05%
Aug 4, 2020 - Oct 20, 2022
-58.78%
Jul 13, 2007 - Feb 7, 2011
#2-5.49%
Nov 4, 2010 - Jun 16, 2011
-40.59%
Feb 20, 2020 - Oct 12, 2020
#3-5.38%
Jul 5, 2016 - Mar 22, 2019
-32.26%
Mar 19, 2002 - Sep 2, 2003
#4-5.09%
May 1, 2013 - Oct 13, 2014
-26.17%
Nov 16, 2021 - Mar 20, 2024
#5-2.92%
Nov 27, 2009 - May 4, 2010
-24.17%
Jul 7, 2011 - Mar 15, 2012
#6-2.70%
Jan 30, 2015 - Sep 29, 2015
-21.21%
Aug 29, 2018 - Apr 8, 2019
#7-2.50%
Jan 31, 2012 - May 4, 2012
-21.09%
Nov 25, 2024 - Jul 23, 2025
#8-2.47%
Sep 22, 2011 - Dec 16, 2011
-20.33%
Aug 2, 2001 - Jan 4, 2002
#9-2.31%
Mar 9, 2020 - Mar 23, 2020
-19.42%
Apr 23, 2015 - Jul 12, 2016
#10-2.24%
Oct 14, 2015 - Jan 28, 2016
-10.82%
Apr 2, 2012 - Sep 6, 2012
#11-2.23%
Sep 4, 2019 - Jan 27, 2020
-10.11%
May 5, 2006 - Oct 16, 2006
#12-1.86%
Jun 24, 2011 - Jul 29, 2011
-9.68%
Jan 26, 2018 - Jul 26, 2018
#13-1.80%
Feb 11, 2016 - Apr 7, 2016
-9.33%
Sep 5, 2014 - Nov 7, 2014
#14-1.58%
May 6, 2010 - May 20, 2010
-8.91%
Apr 5, 2004 - Oct 1, 2004
#15-1.58%
Jul 25, 2012 - Dec 5, 2012
-8.17%
Feb 26, 2026 - Apr 17, 2026

Correlation

Correlation between VGIT and IWR is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2001 - 2026)

VGIT vs IWR dividend yield comparison.

YearVGITIWR
20261.26%0.25%
20253.79%1.29%
20243.67%1.27%
20232.73%1.43%
20221.74%1.59%
20211.69%1.05%
20202.23%1.28%
20192.24%1.43%
20182.05%1.98%
20171.67%1.52%
20161.69%1.72%
20151.69%1.59%
20141.54%1.45%
20131.38%1.31%
20122.57%1.81%
20112.12%1.58%
20103.03%1.45%
20090.27%1.50%
20080.00%2.09%
20070.00%1.37%
20060.00%1.31%
20050.00%1.40%
20040.00%1.11%
20030.00%1.08%
20020.00%1.08%
20010.00%0.59%

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